Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

Invesco Ltd., founded in 1978 and headquartered in Atlanta, Georgia, is a global investment management firm managing hundreds of billions in assets across a diverse range of products, including mutual funds, exchange-traded funds (ETFs), and institutional portfolios. Known for its blend of active and passive investment strategies, Invesco serves individual investors, financial advisors, and institutions, with a strong presence in North America, Europe, and Asia, bolstered by acquisitions like OppenheimerFunds in 2019. The firm offers specialized solutions in equities, fixed income, real estate, and alternatives, leveraging its global research capabilities to cater to varying market needs. Invesco’s commitment to innovation and client-focused investing has solidified its reputation as a versatile player in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381B
AUM Growth
+$23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$726M
2 +$661M
3 +$522M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$482M
5
MSFT icon
Microsoft
MSFT
+$464M

Top Sells

1 +$569M
2 +$427M
3 +$334M
4
YUMC icon
Yum China
YUMC
+$273M
5
STLA icon
Stellantis
STLA
+$256M

Sector Composition

1 Technology 22.33%
2 Healthcare 12.7%
3 Financials 11.41%
4 Industrials 11.17%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3676
$31.2K ﹤0.01%
24,995
+499
3677
$31.1K ﹤0.01%
+30,803
3678
$31K ﹤0.01%
+19,122
3679
$30.6K ﹤0.01%
+1,679
3680
$30.4K ﹤0.01%
11,907
-1,743
3681
$29.3K ﹤0.01%
+31,992
3682
$29.2K ﹤0.01%
24,111
-20,303
3683
$28.3K ﹤0.01%
+1,251
3684
$25.5K ﹤0.01%
+10,699
3685
$25.1K ﹤0.01%
+10,945
3686
$22.3K ﹤0.01%
10,925
-2,104
3687
$21.9K ﹤0.01%
12,975
-328,996
3688
$20.4K ﹤0.01%
510
-104
3689
$19.9K ﹤0.01%
27,272
-45,314
3690
$4.56K ﹤0.01%
72
-440
3691
-284,686
3692
-359,749
3693
-20,956
3694
-4,225
3695
-21,757
3696
-110,365
3697
-39,977
3698
-58,252
3699
-599,609
3700
-71,213